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University Advising Center

Referral Skills

Deciding Whether To Refer:

Making The Referral:

Explain the reason for referral in a clear and open manner.

Explain fully the services which can be obtained from the resource person or office you are recommending.

Personalize the experience by giving the student the name of the contact person and give directions to the office if necessary.

Discuss with the student any need for transfer of data or records and obtain the student's permission for the transfer.

Assist the student in formulating questions to ask or approaches to take.

Provide the referral resource with all the information essential for helping the student.

Follow-Up:

Adapted from Advising Skills, Techniques, and Resources, ACT.